Account Executive

Talently; Red Bank (NJ); Remote; USD 70,000 - 100,000; Full time

Job summary

Talently is seeking an Account Executive to support clients through the insurance lifecycle, coordinating with carriers and wholesale brokers. The role involves handling a high volume of client calls in a fast-paced, service-oriented environment, with a strong emphasis on accuracy and relationship management.

The ideal candidate will have at least 2 years in insurance brokerage, a P&C license, and solid back-office experience.

Qualifications

• Minimum 2 years of experience in an insurance brokerage.
• Active Property & Casualty (P&C) Insurance Producer License required.
• Experience handling back-office operations across the client lifecycle.
• Strong communication and interpersonal skills, including client calls.
• Proficiency with Google Workspace and Applied EPIC.
• Excellent organization, multitasking, and attention to detail.
• Problem-solving skills and ability to work under pressure.
• Experience working with insurance carriers and wholesale brokers.

Responsibilities

• Support clients across the full insurance lifecycle, from onboarding through servicing.
• Respond to a high volume of client calls with timely, professional assistance.
• Coordinate with carriers and wholesale brokers to meet client coverage needs.
• Manage back-office operations and maintain complete account documentation.
• Use Applied EPIC and Google Workspace to organize client information and workflows.
• Identify and resolve service issues, escalating complex matters when needed.
• Balance priorities while preserving service quality and attention to detail.

Skills

Experience in insurance brokerage

P&C Insurance Producer License

Back-office operations across client/l

Communication & interpersonal skills

Applied EPIC

Google Workspace

Organization, multitasking, attention

Problem-solving under pressure

Experience with carriers & wholesale_b

Education

Associate’s degree or higher in Business Administration, Insurance, or related field

Tools

Applied EPIC

Google Workspace

Job description

About the Insurance Company / The Opportunity:

Join a client-focused organization in the insurance industry, helping businesses navigate commercial coverage and manage their insurance needs. As an Account Executive, you will support clients throughout the insurance lifecycle, build strong relationships, and coordinate with carriers and wholesale brokers. This remote opportunity is suited to an organized insurance professional who thrives in a fast-paced, service-oriented environment.

Responsibilities:

• Support clients across the full insurance lifecycle, from onboarding through ongoing account servicing.
• Respond to a high volume of client calls and provide timely, professional assistance.
• Coordinate with insurance carriers and wholesale brokers to support client coverage needs.
• Manage back-office operations and maintain accurate, complete account documentation.
• Use Applied EPIC and Google Workspace to organize client information and complete daily workflows.
• Identify and resolve service issues, escalating complex matters when appropriate.
• Balance competing priorities while maintaining strong attention to detail and service quality.

Must-Have Skills:

• At least 2 years of experience working in an insurance brokerage.
• Active Property and Casualty (P&C) Insurance Producer License.
• Experience handling back-office operations across the client lifecycle.
• Strong communication and interpersonal skills, including comfort handling frequent client calls.
• Proficiency with Google Workspace and Applied EPIC.
• Excellent organization, multitasking, and attention to detail.
• Problem-solving skills and the ability to work effectively under pressure.
• Experience working with insurance carriers and wholesale brokers.

Nice-to-Have Skills:

• Associate’s degree or higher in Business Administration, Insurance, or a related field.
• Additional experience supporting commercial lines accounts.